Wealth Enhancement Advisory Services
TREX icon

Wealth Enhancement Advisory Services’s Trex TREX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.58M Buy
118,217
+19,745
+20% +$900K 0.01% 1147
2026
Q2 		$4.1M Buy
98,472
+34,997
+55% +$1.45M 0.01% 1138
2026
Q1 		$2.26M Buy
63,475
+16,326
+35% +$657K ﹤0.01% 1328
2025
Q4 		$1.78M Buy
47,149
+19,688
+72% +$796K ﹤0.01% 1577
2025
Q3 		$1.44M Buy
27,461
+17,573
+178% +$1.07M ﹤0.01% 1643
2025
Q2 		$583K Buy
9,888
+85
+0.9% +$4.82K ﹤0.01% 2116
2025
Q1 		$570K Sell
9,803
-1,347
-12% -$87.5K ﹤0.01% 1964
2024
Q4 		$770K Buy
11,150
+1,379
+14% +$97.2K ﹤0.01% 1695
2024
Q3 		$651K Sell
9,771
-18,196
-65% -$1.28M ﹤0.01% 1640
2024
Q2 		$2.07M Buy
27,967
+11,455
+69% +$1M ﹤0.01% 968
2024
Q1 		$1.65M Buy
16,512
+573
+4% +$51K ﹤0.01% 1022
2023
Q4 		$1.32M Buy
15,939
+4,110
+35% +$273K ﹤0.01% 1053
2023
Q3 		$729K Buy
+11,829
New +$812K ﹤0.01% 1234
2021
Q4 		– Sell
-12,269
Closed -$1.2M – 333
2021
Q3 		$1.2M Buy
+12,269
New +$1.28M 0.02% 201

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's TREX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Trex (TREX) stake by 20% in Q3 2026, buying an estimated $900K and bringing the position to 118,217 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #1147.

Wealth Enhancement Advisory Services first reported a position in TREX in Q3 2021 and has held it in 14 quarters since. 23 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 118,217 shares of Trex worth $4.58M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 19,745 Trex shares in Q3 2026, an estimated $900K.
  • Trex made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1147 holding.
  • Wealth Enhancement Advisory Services first reported a position in Trex in Q3 2021 and has held it in 14 quarters since.
  • 23 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.